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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,328 | $99,668-87.6% | $86,451-85.7% | $134,545-90.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -37.31% | 6789.61%-6826.9pp | 4398.51%-4435.8pp | 418.37%-455.7pp |
| Employer contribution / active EE | $4,026 | $4,403-8.6% | $3,770+6.8% | $4,742-15.1% |
| Participant deferral / active EE | $8,858 | $7,249+22.2% | $6,953+27.4% | $6,401+38.4% |
| Admin fee / account holder | $11 | $8,377-99.9% | $6,734-99.8% | $11,431-99.9% |